B. Riley Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

B. Riley Wealth Management’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,457	Closed	-$372K	–	703
2021 Q4	$372K	Buy	7,457 +56	+0.8%	+$2.89K	0.03%	414
2021 Q3	$370K	Buy	7,401 +1,847	+33%	+$96.3K	0.03%	403
2021 Q2	$280K	Buy	+5,554	New	+$289K	0.03%	326

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's TFI Position: Q1 2022 in Review

B. Riley Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 7,457 shares — an estimated $372K sold.

B. Riley Wealth Management first reported a position in TFI in Q2 2021 and held it in 3 quarters. The position peaked at $372K in Q4 2021. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

B. Riley Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 7,457 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $372K.
B. Riley Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and held it in 3 quarters.
B. Riley Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $372K in Q4 2021.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.